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Charles Wesley Wood

Team Hewins, LLC

Foster City, CA

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Current Employers
Team Hewins, Llc

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brightworth, Llc Atlanta GA 10/2017 11/2019
Wealth Architects, Llc Mountain View CA 07/2016 09/2017
Brightworth, Llc Atlanta GA 11/2019 04/2022
Brightworth, Llc Atlanta GA 04/2022 04/2023
Ci Brightworth Private Wealth Atlanta GA 10/2022 04/2023
Unemployed Hershey PA 05/2023 12/2023
Hershey Wealth Advisors Hershey PA 01/2024 12/2024
Boston Consulting Group Chicago IL 06/2024 07/2024
University Of Chicago Booth School Of Business Chicago IL 09/2025 12/2025
University Of Chicago Booth School Of Business Chicago IL 08/2024 06/2026
Team Hewins, Llc Foster City CA 06/2026 Present
  • 10/2017 → 11/2019
    Brightworth, Llc
    Atlanta, GA
  • 07/2016 → 09/2017
    Wealth Architects, Llc
    Mountain View, CA
  • 11/2019 → 04/2022
    Brightworth, Llc
    Atlanta, GA
  • 04/2022 → 04/2023
    Brightworth, Llc
    Atlanta, GA
  • 10/2022 → 04/2023
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 05/2023 → 12/2023
    Unemployed
    Hershey , PA
  • 01/2024 → 12/2024
    Hershey Wealth Advisors
    Hershey, PA
  • 06/2024 → 07/2024
    Boston Consulting Group
    Chicago, IL
  • 09/2025 → 12/2025
    University Of Chicago Booth School Of Business
    Chicago, IL
  • 08/2024 → 06/2026
    University Of Chicago Booth School Of Business
    Chicago, IL
  • 06/2026 → Present
    Team Hewins, Llc
    Foster City, CA
Previous Registrations
  • 2018-03-05 → 2023-03-01
    Ci Brightworth Private Wealth
    Atlanta, GA
    Atlanta, GA
    Charlotte, NC
  • 2022-11-28 → 2023-03-01
    Corient
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-28
  • S65 Uniform Investment Adviser Law Examination
    2018-02-28
Designations

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUMMITRY, LLC
WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC

Other Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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